Altvest credit opportunities fund reports transformational year of growth and impact...
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Ready to meet your needs
Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, provides insights into his business.
Darren Robertson, CFP® | Financial Planner Profile
Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
What is keeping the next generation of wealthy families awake at...
A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Well positioned to thrive
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
Creating procedures with ChatGPT
Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
Knowing isn’t doing
Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
Do DFMs just add to costs?
Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees.
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The end of the financial planner as we know it?
What happens when technology can do much of the work we were once paid to do, asks Dante De Gori, CFP CEO of Financial Planning Standards Board Ltd. (FPSB)
Is your investment making you emotional?
Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities.
The index decision that matters
Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.
Two-pot withdrawals, December bonuses and mounting debt
Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.
What is an ETF?
Exchange-traded funds offer financial planners a growing range of options for building client portfolios.
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